WisdomTree International AI Enhanced Value Fund
AIVI
33 hedge funds and large institutions have $14.3M invested in WisdomTree International AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $12.1M → $14.3M (+$2.24M)
9.81% more ownership
Funds ownership: 18.6% → 28.4% (+9.8%)
6% more funds holding
Funds holding: 31 → 33 (+2)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
Truvestments Capital
Sarasota,
Florida
|
+$596K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$468K |
| 3 |
Goldman Sachs
New York
|
+$289K |
| 4 |
GS
GTS Securities
New York
|
+$216K |
| 5 |
APC
Asset Planning Corporation
Knoxville,
Tennessee
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$291K |
| 2 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$276K |
| 3 |
BW
BIP Wealth
Atlanta,
Georgia
|
-$228K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$78.2K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Comerica Bank
Dallas,
Texas
| $52.3K | -$6.18K | -147 | -11% |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $49.7K | +$23.8K | +567 | +100% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $36K | +$84 | +2 | +0.2% |
|
29
Citigroup
New York
| $29.1K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
31
JP Morgan Chase
New York
| $2.19K | +$1.39K | +33 | +206% |
|
|
HNB
32
Huntington National Bank
Columbus,
Ohio
| $1.1K | – | – | – |
|
|
AF
33
Advisornet Financial
Minnetonka,
Minnesota
| $482 | – | – | – |
|
|
KAS
34
Kestra Advisory Services
Austin,
Texas
| $307 | +$294 | +7 | New |
|
|
GIA
35
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$276K | -7,003 | Closed |
|
|
CTWM
36
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$31K | -788 | Closed |
|
|
CFGS
37
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$10.2K | -255 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | -$39 | -1 | Closed |
|
AIVI Hedge Fund Activity: Q1 2025 in Review
33 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in WisdomTree International AI Enhanced Value Fund (AIVI) for Q1 2025, worth a combined $14.3M — up 19% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new AIVI positions and 4 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Truvestments Capital, opening a new position worth an estimated $596K. The largest seller was Jane Street, cutting an estimated $291K.
- 33 institutional investors held WisdomTree International AI Enhanced Value Fund (AIVI) as of Q1 2025, up from 31 in Q4 2024.
- Funds reported $14.3M of WisdomTree International AI Enhanced Value Fund stock for Q1 2025, up 19% quarter-over-quarter.
- 6 funds opened new WisdomTree International AI Enhanced Value Fund positions in Q1 2025 and 4 closed out, a net change of +2 holders.
- The largest WisdomTree International AI Enhanced Value Fund buyer in Q1 2025 was Truvestments Capital, an estimated $596K added.
- The largest WisdomTree International AI Enhanced Value Fund seller in Q1 2025 was Jane Street, an estimated $291K sold.
Based on aggregated 13F filings for Q1 2025.